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Financial Planning Standards Council Tutorial Website

Welcome to the Financial Planning Standards Council (FPSC®) tutorial website. This site will help you become more familiar with the examination software in preparation for your writing of the FPSC Level 1® Examination in Financial Planning or the CFP® examination.

Please read carefully and completely all the information below.

It is your responsibility to familiarize yourself with the software prior to examination day. The tutorial will not be available at the computer-based testing sites. Invigilators will NOT be able to provide training on using the software prior or during the examination administration.

To access the tutorial website for the first time:

Create your account by clicking on the "Signup" link in the top right of your screen.

Create a username (at least 2 digits)

Create a password (at least 5 digits)

Technical difficulties? Contact support at support@getyardstick.com

After you create an account and log in, you will have access to the System Tutorial Quiz (which will provide you with information on how to use the online testing system) and sample examination questions for both multiple-choice and constructed response question types.

If you already have an account: Simply click "Login" on the top menu bar and use the username and password you previously created. You may access the tutorial account as often as you choose. If you don’t remember your login information, please click on "Forgot your password?" link to have this information provided to you.

The purpose of the sample examination questions is to further assist you in getting familiar with the examination software prior to examination day. This tutorial is not intended to assess your financial planning skills or readiness to write the FPSC Level 1 examination or the CFP examination.

Instructions on Getting Started

System Tutorial Quiz

To access the System Tutorial Quiz, log in and click on the "Write Exam" button next to the "System Tutorial Quiz". This quiz is designed to help you understand how the software works and how to use some key functionalities within the software (i.e., bookmarking questions for review at a later point in time during the examination, or the notepad for taking notes on specific questions).

Multiple-Choice Sample Questions

To access the Multiple-Choice Sample Questions, click on the "Write Exam" button next to "Multiple-Choice Sample Questions". These sample questions will provide you with an opportunity to become more familiar with the use of the software for answering multiple-choice questions for the FPSC Level 1 examination and the CFP examination. Note that the sample questions provided are only a portion of the sample questions you can view to help prepare for writing your examination. NOTE: Case study scenarios will be provided on paper for the examination at your test centre.

Constructed Response Sample Questions

To access Constructed Response Sample Questions, click on the "Write Exam" button next to "Constructed Response Sample Questions". These sample questions will provide you with an opportunity to become more familiar with the use of the software for answering constructed response questions for the CFP examination and using the templates in providing your written responses. Note that the sample questions provided are only a portion of the sample questions you can view to help prepare for writing your examination. NOTE: Case study scenarios will be provided on paper for the examination at your test centre.

To view more sample questions, please visit your FPSC Portal. Log in or Register to access the sample questions.

Note: The System Tutorial Quiz shows you correct answers to questions about the testing system at the end of the tutorial. The sample FPSC Level 1 examination or CFP examination questions will not show you the correct answers. Note that answers to sample questions are available with the sample content on your FPSC Portal.

CFP®, Certified Financial Planner® and the flame logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.